+192.8%
SPY vs UBER
+72.8%
+120.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.0% |
| 7D | -2.0% | -4.5% | +2.5% | -1.1% |
| 30D | -1.7% | -7.6% | +6.0% | -0.2% |
| 3M | +4.7% | +5.8% | -1.0% | +3.1% |
| 6M | +12.5% | +0.3% | +12.2% | +11.6% |
| YTD | +11.7% | -11.2% | +22.9% | +13.3% |
| 1Y | +17.5% | -23.0% | +40.5% | +22.2% |
| 3Y | +76.6% | +53.6% | +23.0% | +56.6% |
| 5Y | +82.0% | +81.9% | +0.1% | +49.0% |
| All | +192.8% | +72.8% | +120.0% | +133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UBER wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling